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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Bentley Financial Group (swap one in):+ Highview Capital Management, LLC $416.3M · Buffalo Grove, IL+ Bard Associates Inc $416.2M · Chicago, IL+ Kunath Karren Rinne & Atkin LLC $373M · Seattle, WA+ The Karras Company, Inc. $372.9M · Roy, UT
Downers Grove, IL
Buffalo Grove, IL
Oak Brook, IL
Assets under management$392.8M$416M$413.7M
Asset growth, last 2 years+144%+94%+57%
Advisory staff3133
Individual clients470883143
Assets per client$836K$471K$2.9M
Clients per advisor1576848
Main custodian––Fidelity
Filing with the SEC since202020152021
Tools in their stack–21
People on Advicer.bio5133

From each firm's latest Form ADV (Feb 2026, Sep 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBentley Financial GroupSgl Financial, LLCWatershed Private Wealth
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Bentley Financial Group: none listed · Sgl Financial, LLC: none listed · Watershed Private Wealth: Fidelity, Schwab